Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After beginning his career as a financial advisor two years earlier, David Joined Merrill Lynch in 1996. David is dedicated to building strong relationships with clients through a disciplined wealth management process that seeks to clearly understand client goals and priorities. Developing a integrated plan for the future provides clients with the ability to spend time enjoying life and the things that matter most to them. During uncertain economic times, David focuses on helping clients navigate turbulent markets and manage risk across asset and liability portfolios. David holds the Certified Private Wealth Advisor® designation, having completed coursework in advanced wealth management strategies and passed a comprehensive examination covering an array of wealth topics. David seeks to organize and simplify clients’ financial lives, helping them make informed decisions in the areas of portfolio management, tax minimization strategies, trust and estate planning services, liability management and insurance.
David is a graduate of Furman University in Greenville, S.C. He has also earned the designation of Chartered Retirement Planning CounselorSM. He lives in Roswell, GA with his wife Bonnie and son Chandler. He enjoys fitness training, sports, cooking, and spending time outdoors with family.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.